Mastering Estate Planning: Michael Anastasio on Trusts, Taxes, and Legacy Building

In this episode, Michael Anastasio, founding partner of Anastasio Law Group, discusses the importance of estate planning with a focus on real estate. He shares his journey from a trader at the New York Mercantile Exchange to an estate planning lawyer, including his experience with the exchange's public listing.

Episode Takeaways 

• Estate planning is crucial for protecting assets and ensuring the smooth transfer of wealth.
• Regularly updating estate plans is essential to reflect changes in personal and financial circumstances.
• Proper planning can help real estate investors avoid significant estate tax burdens and ensure a smooth transition of assets to beneficiaries.
• Life insurance can be used as a tool to build wealth within a trust.
• Teaching children about money from a young age and grooming them for their future roles can be beneficial.

Episode Resources:

👉 Blueprintforclosers.com
👉 Blog
👉 Apple Podcast
👉 Spotify

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